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In this video, discover how to create an interactive chart using a pivot chart in Microsoft Excel 2013.

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Welcome back to our course on Excel 2013 Advanced. In this section we’re going to take a look at pivot charts. We’ve already spent a little bit of time on this course looking at pivot tables and the various ways of creating, modifying, and using them. Well, pivot charts add another dimension to the same type of analysis and a very visual one which is particularly useful if you want to make a presentation of the kind of data that you would include in a pivot table. Now in order to demonstrate the use of pivot charts, I’m going to start with the last example we did with those store sales from a number of U.S. small convenient stores taken over a period of several months.

Now if you already have a pivot table, creating a pivot chart from it is really straightforward. So I just click anywhere within this pivot table, I can go to the Insert tab and then I have a Pivot chart button here and I can just click on pivot chart.

So I see the familiar Insert Chart dialog and within that Excel 2013 has recommended the use of a clustered column chart which is very often what its recommendation is. So I’m going to click on clustered column, click on OK for that, and a very small chart is created. Generally speaking, when you’re working with pivot charts you’re probably going to want to remove the pivot table fields pane as I’ve removed it here and you’ll almost certainly want to make the chart itself quite a bit bigger. As you make the chart bigger, of course more detail appears.

Now one important thing to note about a pivot chart is that to some extent it has its own controls. Now that’s only to some extent. I’ll show you what I mean by that now. I’m going to take this particular pivot chart, so I’ve selected it, I’m going to cut it, and I’m going to put it on to a new sheet in the same workbook. One reason for doing that is so that we’re not distracted by seeing the data as well, but also to give us the maximum amount of working space. So let me just paste it into this sheet.

Now the first thing I’d like to point out to you here is that when you create a pivot chart from a pivot table if the pivot table already has filters applied, then that will very much affect what you can see in the pivot chart. If I were to go back to the pivot table that we started with just now, we could check which filters are currently applied. But as an alternative to that, if I hover over the Department button here, notice how it tells us that there is a date filter in place so that the date is between September 1, 2012 and October 31, 2012 and that it’s sorted on branches in reverse alphabetical order. Now because I’ve got a date filter in place, I’m only getting three departments worth of data. There isn’t actually a department filter in place. Let me just click on the department filter here. I’ve actually got all departments but I’m only showing three because there’s only three with sales in that period.

If I go to the date filter where I have this date filter, let me click on that and then click on the between which shows the between dates. Let me cancel that. Let me now just clear the date filter and we’ll see what happens. So go over date filter, say clear filter, and now what we get is we get all of the departments because all of have got sales within the period of time that covers all of our transactions. Of course because we’ve now got a much higher level of inclusion of data, this column chart is almost unusable. The lines are so thin and there are so many of them that it’s almost unusable.
But, of course, we can narrow things down because apart from removing filters we applied in the pivot table itself, we can of course apply filters in the pivot chart.

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